Great American Financial Resources (aka: Great American) Web Homepage

Product Information

Click the link(s) below for information on Great American investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Great American accounts:

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403(b) Investment Options

Great American offers the following type(s) of 403(b) investment option:

Fixed Annuities

Variable Annuities with a Fixed Account

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Roth 403(b) Contribution Policy

Great American does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Great American are marketed using the following approaches:

Agents Who Are Contracted with the Vendor

Seminars, Meetings, and/or Brochure Distribution

Websites

End of List Declared by Great American

Helpful Employee Resources

Great American provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Great American Financial Resources (aka: Great American) - Jefferson Status

This Vendor is an 'Exchange Only Vendor' in this District's 403(b) Plan.

Great American Financial Resources Plan Number

When contacting Great American or its local contacts, have ready your Jefferson - Great American Financial Resources PLAN OR GROUP NUMBER: 0TM003

Jefferson EIN

When contacting Great American or its local contacts, you may require the Jefferson EIN: 936000758

Jefferson Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Great American on Jefferson list of authorized vendors.

Request Additional Information from Great American Financial Resources

Contact Great American directly if you have additional questions about Great American products or services.

Information Sharing Agreement, If Applicable

Great American Financial Resources has signed an Umbrella Information Sharing Agreement with CCC and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Jefferson 403(b) accounts. You may view that Signed Document here: Umbrella-ISA (pdf).

Employer Minimum Contribution

Jefferson
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Great American Financial Resources
requires a minimum monthly contribution of $50.00
, and a total minimum annual contribution of $600.00
.

Vendor Forms and Online Submissions Links

Great American Financial Resources has supplied the following forms which may be PDFs or online submittals: